See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,294 | $131,829-82.3% | $108,579-78.5% | $273,961-91.5% |
| Participation rate | 61.9% | 83.5%-21.5pp | 79.6%-17.7pp | 83.0%-21.1pp |
| Annual return | 6.54% | -91.57%+98.1pp | -51.70%+58.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,911 | $4,912-61.1% | $3,758-49.2% | $4,869-60.8% |
| Participant deferral / active EE | $2,936 | $5,127-42.7% | $4,311-31.9% | $5,287-44.5% |
| Admin fee / account holder | $6,863 | $10,252-33.1% | $7,645-10.2% | $10,132-32.3% |